iShares Lehman Aggregate Bond shares owned by Money Matters Financial
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Money Matters Financial
from 13F filings
Historical chart of Money Matters Financial investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Money Matters Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.7M | 47k | 99.25 |
| 2023-09-30 | $5.9M | 64k | 93.24 |
| 2023-06-30 | $23M | 235k | 97.80 |
| 2023-03-31 | $23M | 234k | 99.75 |
| 2022-12-31 | $84k | 843 | 99.62 |
| 2021-12-31 | $169k | 1.5k | 113.88 |
| 2021-06-30 | $219k | 1.9k | 115.14 |
| 2021-03-31 | $216k | 1.9k | 113.80 |
| 2020-03-31 | $237k | 2.1k | 115.27 |
| 2019-12-31 | $308k | 2.7k | 112.41 |
| 2019-09-30 | $473k | 4.2k | 113.08 |
| 2019-06-30 | $3.6M | 32k | 111.36 |
| 2019-03-31 | $6.6M | 61k | 109.07 |
| 2018-12-31 | $227k | 2.1k | 106.32 |
| 2018-09-30 | $1.9M | 18k | 105.55 |
| 2018-06-30 | $1.8M | 17k | 106.29 |
| 2018-03-31 | $1.7M | 16k | 107.27 |
| 2017-12-31 | $1.3M | 12k | 109.36 |
| 2017-09-30 | $2.0M | 19k | 109.57 |
| 2017-06-30 | $1.7M | 16k | 109.50 |
| 2017-03-31 | $2.1M | 20k | 108.47 |
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